LYONS, CO
Allocation by class
Portfolio Concentration
Top 3 weight
13.7%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 2.56M
Full voting authority
2.56M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TREASURY FLOATING RATE BOND ETFSOLE | ETF | 144.68K | SH | $7.32M 5.98% | 144.68K | 0.00 | 0.00 |
SCHWAB SHORT-TERM U.S. TREASURY ETFSOLE | ETF | 196.61K | SH | $4.76M 3.89% | 196.61K | 0.00 | 0.00 |
SPDR GOLD MINISHARESSOLE | ETF | 52.01K | SH | $4.66M 3.80% | 52.01K | 0.00 | 0.00 |
ISHARES SELECT DIVIDEND ETFSOLE | ETF | 30.64K | SH | $4.62M 3.77% | 30.64K | 0.00 | 0.00 |
STATE STREET SPDR S&P 600 SMALL CAP VALUE ETFSOLE | ETF | 43.24K | SH | $4.06M 3.32% | 43.24K | 0.00 | 0.00 |
WISDOMTREE FLOATING RATETREASURY FUNDSOLE | ETF | 72.87K | SH | $3.67M 3.00% | 72.87K | 0.00 | 0.00 |
WISDOMTREE JAPAN SMALCP DIVIDEND ETFSOLE | ETF | 34.09K | SH | $3.62M 2.96% | 34.09K | 0.00 | 0.00 |
VANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESSOLE | ETF | 55.92K | SH | $3.60M 2.94% | 55.92K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 5.90K | SH | $3.47M 2.84% | 5.90K | 0.00 | 0.00 |
ISHARES 25 YEAR TREASURY STRIPS BOND ETFSOLE | ETF | 284.35K | SH | $2.59M 2.12% | 284.35K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 33.55K | SH | $2.29M 1.87% | 33.55K | 0.00 | 0.00 |
ALPHA ARCHITECT TAIL RISK ETFSOLE | ETF | 23.29K | SH | $2.11M 1.73% | 23.29K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Equity | 5.61K | SH | $2.02M 1.65% | 5.61K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 3.03K | SH | $1.95M 1.59% | 3.03K | 0.00 | 0.00 |
EMQQ THE EMERGING MARKETS INTERNET ETFSOLE | ETF | 55.30K | SH | $1.78M 1.46% | 55.30K | 0.00 | 0.00 |
ISHARES GOLD TRUST MICROSOLE | ETF | 36.83K | SH | $1.66M 1.36% | 36.83K | 0.00 | 0.00 |
ISHARES MSCI AUSTRALIA ETFSOLE | ETF | 55.25K | SH | $1.51M 1.23% | 55.25K | 0.00 | 0.00 |
ALPHABET INC CLASS CLASS ASOLE | Equity | 5.28K | SH | $1.47M 1.20% | 5.28K | 0.00 | 0.00 |
ISHARES MSCI GERMANY ETFSOLE | ETF | 35.66K | SH | $1.37M 1.12% | 35.66K | 0.00 | 0.00 |
ISHARES MSCI BRAZIL SMALL-CAP ETFSOLE | ETF | 92.75K | SH | $1.30M 1.06% | 92.75K | 0.00 | 0.00 |
ISHARES MSCI UNITED KINGDOM SMALL-CAP ETFSOLE | ETF | 33.30K | SH | $1.29M 1.06% | 33.30K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Equity | 7.59K | SH | $1.28M 1.05% | 7.59K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 13.52K | SH | $1.19M 0.97% | 13.52K | 0.00 | 0.00 |
APPLE INCSOLE | Equity | 4.62K | SH | $1.16M 0.95% | 4.62K | 0.00 | 0.00 |
ISHARES U.S. HEALTHCARE ETFSOLE | ETF | 17.98K | SH | $1.09M 0.89% | 17.98K | 0.00 | 0.00 |